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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,711 | $58,057-81.6% | $97,032-89.0% | $86,983-87.7% |
| Participation rate | 92.3% | 60.4%+31.9pp | 71.6%+20.7pp | 69.5%+22.8pp |
| Annual return | 20.93% | 22.26%-1.3pp | 35.38%-14.5pp | 25.83%-4.9pp |
| Employer contribution / active EE | $1,531 | $1,663-8.0% | $2,629-41.8% | $2,584-40.8% |
| Participant deferral / active EE | $3,139 | $3,244-3.2% | $4,672-32.8% | $4,194-25.1% |
| Admin fee / account holder | $559 | $4,839-88.5% | $9,418-94.1% | $7,856-92.9% |